First-hand SEC EDGAR 13F-HR institutional holdings: the top 25 holders ranked by market value, plus the largest adds and trims this quarter. Quarter 2026-03-31.
| Filer | Shares | Market Value | Δ Shares | Change |
|---|---|---|---|---|
LPL Financial LLCCIK 0001403438 | 2,863,101 | $16.32M | +18,716 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 2,604,651 | $14.85M | +100,216 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 2,322,416 | $13.24M | +28,304 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,796,056 | $10.24M | -110,659 | ↓ DEC |
Capital Investment Advisors, LLCCIK 0001582732 | 1,736,686 | $9.90M | -323,764 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 1,211,911 | $6.91M | +9,699 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 660,088 | $3.76M | -220,650 | ↓ DEC |
Kestra Advisory Services, LLCCIK 0001830819 | 502,356 | $2.86M | +297,411 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 411,936 | $2.35M | +48,946 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 346,974 | $1.98M | +41,272 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 343,860 | $1.96M | -103,698 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 214,666 | $1.22M | +21,621 | ↑ INC |
Lido Advisors, LLCCIK 0001650150 | 209,747 | $1.20M | – | no_change |
Kovack Advisors, Inc.CIK 0001728321 | 146,718 | $829.45K | -6,844 | ↓ DEC |
UBS Group AGCIK 0001610520 | 131,476 | $749.41K | +5,666 | ↑ INC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 100,958 | $575.46K | +89,817 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 96,952 | $552.63K | -207,532 | ↓ DEC |
NWF Advisory Services Inc.CIK 0002045735 | 88,000 | $501.60K | – | no_change |
Cetera Investment AdvisersCIK 0001666741 | 82,161 | $468.32K | +11,205 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 59,981 | $341.89K | -866 | ↓ DEC |
Mariner, LLCCIK 0001373442 | 53,485 | $304.87K | +225 | ↑ INC |
KESTRA PRIVATE WEALTH SERVICES, LLCCIK 0001649451 | 51,403 | $293.00K | +19 | ↑ INC |
DECISION INVESTMENTS, INCCIK 0002111652 | 45,231 | $257.82K | – | no_change |
Moors & Cabot, Inc.CIK 0001607239 | 43,975 | $250.66K | -5,135 | ↓ DEC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 37,644 | $214.57K | -362 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Kestra Advisory Services, LLC↑ INC | +297,411 | $2.86M |
BANK OF AMERICA CORP /DE/↑ INC | +100,216 | $14.85M |
MILLENNIUM MANAGEMENT LLC↑ INC | +89,817 | $575.46K |
RAYMOND JAMES FINANCIAL INC↑ INC | +48,946 | $2.35M |
ROYAL BANK OF CANADA↑ INC | +41,272 | $1.98M |
Core Wealth Advisors, Inc.NEW | +35,777 | $203.93K |
THRIVENT FINANCIAL FOR LUTHERANS↑ INC | +34,254 | $2.01K |
MORGAN STANLEY↑ INC | +28,304 | $13.24M |
OPPENHEIMER & CO INCNEW | +22,462 | $128.03K |
STIFEL FINANCIAL CORP↑ INC | +21,621 | $1.22M |
| Filer | Δ Shares | Value |
|---|---|---|
Capital Investment Advisors, LLC↓ DEC | -323,764 | $9.90M |
Advisors Asset Management, Inc.↓ DEC | -220,650 | $3.76M |
Shaker Financial Services, LLC↓ DEC | -207,532 | $552.63K |
GUGGENHEIM CAPITAL LLC↓ DEC | -110,659 | $10.24M |
OSAIC HOLDINGS, INC.↓ DEC | -103,698 | $1.96M |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -77,072 | $73.53K |
Axiom Investment Management LLC↓ DEC | -10,160 | $4.06K |
Advisors Capital Management, LLC↓ DEC | -8,539 | $92.66K |
Kovack Advisors, Inc.↓ DEC | -6,844 | $829.45K |
Moors & Cabot, Inc.↓ DEC | -5,135 | $250.66K |